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Isabel Wong
Investment Associate at Manchester Capital Management LLC
About
Verified Isabel Wong's identity and role at Manchester Capital Management LLC using multiple sources, including her SEC profile, company website, and professional networking data. Confirmed her current and past positions, educational background, and investment focus. No LinkedIn profile found, but all other details are cross-referenced and accurate.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Manchester Capital Management LLC | Investment Associate | Jan 2024 to Present | — |
| Manchester Capital Management LLC | Portfolio Analyst | Jun 2021 to Jan 2024 | • Monitor client portfolios, prepare financial plans, and engage in a variety of client focused wealth management projects • Attend weekly Investment Committee meetings and assist with investment rese... |
| University of Virginia | Content Tutor | Jan 2020 to Dec 2021 | • Assessed student-athletes' capabilities in an academic subject and improved understanding and knowledge • Created lesson plans and conducted 5 weekly tutoring sessions with the University of Virgini... |
| University of Virginia | Resident Advisor | Aug 2017 to May 2020 | • Supervised residential community of 300 students while acting as a resource; provided conflict mediation and advising • Organized events promoting campus involvement and network opportunities for re... |
| Transparent.ly | Publisher Business Development | Oct 2020 to Jun 2021 | • Find and execute instant revenue opportunities on managed accounts including understanding of campaign analytics • Collaborate with internal and external stakeholders to implement new partnerships a... |
| Nomura | Global Markets Summer Analyst | Jun 2019 to Aug 2019 | • Rotated across Securitized Products, Rates, and Emerging Markets during 10-week internship • Researched and proposed Property Assessed Clean Energy (PACE) loans to leverage growing green energy fina... |
Education
McIntire School of Commerce
Bachelor of Science - BS, Commerce
2016 — 2020
University of Virginia
Bachelor of Arts - BA, Foreign Affairs
2016 — 2020
Colegio Maya Guatemala
Others at Manchester Capital Management LLC (3)
| Name | Role | Location |
|---|---|---|
 | Investment Manager | Manchester, VT , United States |
C Cynthia Larson | Investment Associate | West Pawlet, VT , United States |
 | Investment Associate | Santa Barbara, CA , United States |
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